Private Wealth Business Enablement Officer

Neuberger - New York, NY

Hiring: Private Wealth Business Enablement Officer Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-10 12:13:48 Target Skills & Keywords : Change Management, Portfolio Management, Stakeholder Management About the job Experience: •8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformation Required Skills: •Own the development and execution of Private Wealth’s technology book of work •Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives •Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms •Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals •Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized •Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs •Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training) •Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met Qualifications: •Bachelor’s degree required •Demonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfolios •Strong business case development skills; proficiency in financial evaluation and trade-off decisioning •Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes •Solid functional working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change •Exceptional stakeholder management, influencing, and communication skills •Demonstrated ability to drive business enablement and lead through change •Highly organized with strong analytical and problem-solving abilities •Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Compensation: •$120,000 - $175,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!